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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Philippe Laffont
Coatue Management
96.54%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.34%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
31.6%
1-Year Est. Return
Leopold Aschenbrenner
Situational Awareness
334.5%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 5376 |
WF
5376
Williams Financial
North Bennington,
Vermont
| $123M | -$9.34M | -7% | 5.58% | 28.5% | 40 | 70% |
|
| 5377 |
QI
5377
Qualcomm Inc
San Diego,
California
| $123M | -$112M | -48% | 30.9% | – | 13 | 15.38% |
|
| 5378 |
NPI
5378
New Perspectives Inc
Ridgeland,
Mississippi
| $123M | -$16M | -12% | 13.4% | – | 24 | 8.33% |
|
| 5379 |
RIG
5379
Ramiah Investment Group
Brookfield,
Wisconsin
| $123M | -$21.8M | -15% | 12.3% | 46.3% | 76 | 9.21% |
|
| 5380 |
RB
5380
Renasant Bank
Tupelo,
Mississippi
| $123M | -$26.1M | -18% | 10.2% | 53.8% | 206 | 20.39% |
|
| 5381 |
EA
5381
Evolution Advisers
Richmond,
Virginia
| $122M | -$12.6M | -9% | 11.4% | 33% | 151 | 5.96% |
|
| 5382 |
PFA
5382
Pinnacle Family Advisors
Springfield,
Missouri
| $122M | -$65.3M | -35% | 15.1% | 77.3% | 124 | 39.52% |
|
| 5383 |
BWM
5383
Boyd Wealth Management
Sacramento,
California
| $122M | -$11.3M | -8% | 10.5% | 51.1% | 46 | 23.91% |
|
| 5384 |
ES
5384
ETF Store
Overland Park,
Kansas
| $122M | -$4.76M | -4% | 9.91% | 44.8% | 84 | 5.95% |
|
| 5385 |
SRA
5385
Summit Rock Advisors
New York
| $122M | -$41.1M | -25% | 10.9% | – | 9 | 22.22% |
|
| 5386 |
LAM
5386
Lynch Asset Management
Yardley,
Pennsylvania
| $122M | -$17.6M | -13% | 15.8% | 156% | 56 | 8.93% |
|
| 5387 |
ODFS
5387
O'Donnell Financial Services
San Rafael,
California
| $122M | -$97.6M | -44% | 9.89% | 47.9% | 47 | 40.43% |
|
| 5388 |
PM
5388
Plustick Management
Charlottesville,
Virginia
| $122M | -$36.4M | -23% | 16% | 1,098% | 27 | 29.63% |
|
| 5389 |
PC
5389
Phoenician Capital
New York
| $122M | -$47.5M | -28% | 4.83% | 41.1% | 14 | 14.29% |
|
| 5390 |
EM
5390
ELCO Management
New York
| $122M | -$24.9M | -17% | 12.7% | 86.3% | 147 | 14.29% |
|
| 5391 |
CWM
5391
Concentrum Wealth Management
San Jose,
California
| $122M | -$38.8M | -24% | 21.8% | 145% | 64 | 21.88% |
|
| 5392 |
PCC
5392
Park Circle Company
Baltimore,
Maryland
| $122M | +$1.48M | +1% | 12.7% | 58.1% | 142 | 16.2% |
|
| 5393 |
TCM
5393
Trybe Capital Management
Greenwich,
Connecticut
| $122M | -$118M | -49% | 26.2% | 327% | 12 | 8.33% |
|
| 5394 |
IP
5394
Ignite Planners
San Clemente,
California
| $122M | -$27.4M | -18% | 12.9% | 73.8% | 186 | 16.13% |
|
| 5395 |
LI
5395
Latash Investments
Anchorage,
Alaska
| $122M | -$32M | -21% | 19.8% | 126% | 22 | 0% |
|
| 5396 |
ML
5396
Mayport LLC
Newton,
Massachusetts
| $122M | -$23M | -16% | 12.1% | 48.5% | 63 | 23.81% |
|
| 5397 |
RF
5397
RHS Financial
San Francisco,
California
| $122M | -$14.2M | -10% | 12.5% | 47.5% | 90 | 26.67% |
|
| 5398 |
TWP
5398
Tempus Wealth Planning
Irvine,
California
| $122M | -$19M | -14% | 12.1% | 89.9% | 148 | 20.27% |
|
| 5399 |
DIS
5399
Diversified Investment Strategies
Baton Rouge,
Louisiana
| $122M | -$24.5M | -17% | 13.9% | 81.3% | 47 | 12.77% |
|
| 5400 |
NRW
5400
Nova R Wealth
Overland Park,
Kansas
| $122M | +$4.5M | +4% | 13.1% | 54.5% | 84 | 26.19% |
|